One of my favorite rock bands, Genesis, released an album in 1978 entitled, "...And Then There Were Three".

I had to wait awhile in order to see this day, but today it happened on Stokblogs.com - only 3 people remain in positive territory for the past 12 months.

Those three people are:

1. hyolee 89.65%
2. mgroad 44.54%
3. uffnik 9.47%

Upon closer examination, we see this:

1. hyolee - 99% ultrashort via QID
2. mrgoad - 100% cash
3. uffnik - 25% cash and the rest concentrated in 3 stocks (overconcentrated in WFC, but WEB has WFC in BRKa and his own personal account).  Perhaps the +25% gain took him into overconcentrated territory, I didn't put the calculator to it.

Anyways, I got contacted today by more people in the General Public than any day I can ever remember, asking me what I thought about the market.  They are all fearful and want to know if they should sell.

The 1978 "...And Then There Were Three" album title was about the recent departure of Steve Hackett.

The Song Titles are almost akin to how Mr. Market thinks today:

Down and Out
Undertow
Ballad of Big
Snowbound
Burning Rope
Deep in the Motherlode
Many Too Many
Scenes From a Night's Dream
Say It's Alright Joe
The Lady Lies
Follow You, Follow Me

Today, I sold out of my WMT position (a Defensive position), and opted for more aggressive Offensive holdings (eg. EBAY, GOOG, HD, JNJ, MSFT, PM, and VLO)

- Vooch